Other · DOL Form 5500 · 2022
The Belmont Day School, Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 80
- Participants
- 77th
- Percentile by assets
- $240,953
- Avg per participant
Official DOL plan name: Belmont Day School DC Retirement Plan · Sponsored by The Belmont Day School, Inc. · Massachusetts · Educational Services
$19M in assets, 80 participants
The Belmont Day School, Inc.'s Belmont Day School DC Retirement Plan reported $19M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 77th percentile by assets (of 139,126 plans)
- #2,420 in Educational Services (4,024 peers)
Where Belmont Day School DC Retirement Plan sits by assets
Belmont Day School DC Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 80 participants (~$240,953/participant), down 17.3% in 2022.
- $19M
- total plan assets (2022 EOY)
- 80
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $240,953
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Belmont Day School DC Retirement Plan sits by total assets
Belmont Day School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,276,238 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Belmont Day School DC Retirement Plan vs the 2022 asset distribution
By assets, Belmont Day School DC Retirement Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 042108347 |
| Plan Effective Date | 1963-06-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Belmont Day School, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $19M |
| 2023 | 1 | 95 | $23M |
| 2024 | 1 | 98 | $26M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Belmont Day School DC Retirement Plan by total assets, not by location.
- National Conference of Bar Examiners 403(b) Plan (WI) $19M · 111
- Texas Heart Institute Section 403(b) Plan (TX) $19M · 184
- The John Thomas Dye 403(b) Plan (CA) $19M · 82
- Utah Navajo Health System, Inc. 403(b) Plan (UT) $19M · 426
Frequently Asked Questions
How did Belmont Day School DC Retirement Plan assets move in 2022? ▼
How have The Belmont Day School, Inc. plan assets changed over time? ▼
Where does Belmont Day School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Belmont Day School DC Retirement Plan? ▼
Next read for Belmont Day School DC Retirement Plan
Scale reading
Ways to act on Belmont Day School DC Retirement Plan's numbers.
- By total assets, Belmont Day School DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- The Belmont Day School, Inc.'s sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Educational Services plans